EFL LeadPro vs KPRISM

This platform combines the best of technology and people to deliver effective and efficient solutions to sales and marketing problems. EFL LeadPro is tailor made for the Sales and Sales Support Community. It is economical, agile and ROI focused. EFL LeadPro combines people and technology solutions. Shared responsibility of the solution is what EFL LeadPro does. It has its standard modules of sales CRM which includes Leads, Visits, Contact Management, DSR, Field Tracking, Analytics and Reports. The platform can also help custom build sales automation solutions in a jiffy. From CRM to task management to document management, performance management - there are umpteen solutions that sales and marketing teams can utilize for. EFL LeadPro CRM has a total of 3 modules- • Sales module • Telecaller module • Channel Partner module. Sales Module: EFL LeadPro is a place where sales team can mark their visits, create new customer accounts containing all customer information and mark all the leads received from the customer. With this tool, the managers can track the performance with the help of multiple reports. EFL LeadPro also allows the Sales team to download all the reports of the visits, accounts and the leads created. This platform helps the Sales team to get all the enquiries created by the tele calling team. Sales team can then easily convert it into leads by visiting and connecting with the customers directly. Sales team can also add new Channel Partners in the system. Telecaller Module: EFL LeadPro Tele Caller module allows the Tele Sales team to create accounts and enquiries directly in the system. With this tool, the managers can now track the performance with the help of multiple reports. EFL LeadPro Tele Caller module allows Tele Sales team to download and verify the report of accounts & enquiries created whenever needed. This tool allows the Tele Sales team to assign the enquiry further to the Salespeople. Channel Partner Module: EFL LeadPro allows the user to assign and reassign the Channel Partner Leads to the Salespeople in the Channel Partner module. EFL LeadPro allows the Manager to assign and reassign the Channel Partner and the leads from Channel Partner to the Tele Sales team. The users can now track, download and verify multiple reports and the performance of the Channel Partner

Managing customer’s journey in Corporate Registry is the core of KPRISM app   Managing customer’s journey in Corporate Registry is at the core of KPRISM application developed by KFintech. Now, open up to an exciting way of tracking your investments serviced by us. KPRISM is your one-stop login that empowers you to view as well as add your folios, check status of DEMAT requests, Add reminders for General meetings & eVoting events, Check IPO allotment status and Connect with help desk on the go.       KEY Features   1.            One time registration -              Navigate across registry clients -              Login through mPin   2.            Enriched Navigation -              Intuitive screens to glide through functionalities   3.            Portfolio Dashboard -              Folio view for all KFintech serviced investments -              Download  account statement   4.            Request and Queries -              Change of Address -              Change of Bank Mandate etc   5.            Set reminders for important events             -              E-Voting , General meetings , IPO allotment status   6.            Payouts -              Find your dividend and interest / redemption payouts   Permissions   In addition to basic permissions, the KPRISM app needs access to other functions on your device for it to support the above features - • External Storage: To download the statement to device memory • Call log: To auto-dial the contact centre number. We do not read the existing call log • Phone: This permission is required to uniquely identify the device • SMS: To auto-verify OTPs. • Camera : To capture document images